We see the AI-server MLCC landscape as a tight oligopoly, not a winner-take-all monopoly. High performance bars limit qualified suppliers, yet production load keeps multi-sourcing realistic — the model isn't expected to fundamentally change. Our embedded-MLCC edge: two families in mass production for AI-server IC power lines — a 1005/0402 22μF part from August 2025 and a 2012/0805 100μF part from November 2025.

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TAIYO / Few qualified suppliers, but multi-sourcing stays

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/p/p-day-20260803-taiyo-src-taiyo-multi-sourcing-oligopoly-ingest ↗

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2026-08-03T07:33:25.868Z